节点:下游(终端消费/应用)位置:下游情绪:利空参考度:6/10


2025年9月,印尼汽车市场呈现出有升有降的态势,各品牌表现差异显著。从整体数据来看,当月汽车批发量相较于8月实现微幅增长,增长率为0.5%,总量达到62071辆;然而,零售量却出现下滑,降幅为4.2%,共计63723辆。1至9月累计批发量为561819辆,零售量为585917辆 。

部分品牌在该月销量下滑较为明显。例如,比亚迪批发量暴跌57.5%,从8月的约2562辆降至9月的1088辆;零售量同样下降25.9%,从2746辆降至2036辆,不仅跌出批发量前十,零售量方面也被奇瑞超越。三菱亦有下滑,批发量下降10.5%,零售量下降7.4% 。

与之形成鲜明对比的是,中国品牌奇瑞表现十分出色。9月,其批发量...

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